See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,786 | $167,484+135.1% | $151,611+159.7% | $134,475+192.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.58% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $20,136 | $6,829+194.8% | $6,166+226.6% | $4,740+324.8% |
| Participant deferral / active EE | $13,948 | $8,986+55.2% | $8,363+66.8% | $6,400+117.9% |
| Admin fee / account holder | $4,970 | $13,783-63.9% | $11,616-57.2% | $11,426-56.5% |